To avoid mistakes, start by listing the challenges, decisions and issues that you want your estate plan to resolve. That ...

Steve Lockshin and Michael Kitces tied what they view as some mistaken assumptions around fees to the competitive need for ...

Dustin Smith, of Wealth Enhancement Group, shares some tips for juggling the conversation against the holidays.

Bryn Mawr Trusts's Jamie Hopkins details how to help clients plan for digital assets and avoid estate planning pitfalls ...

Industry expert predicts estate planning transformation driven by technology, rising client demand and advisor-attorney ...

A well-considered estate plan, revisited frequently, can make the difference between a successful business succession plan ...

If your estate plan was created before the DNA testing era—or hasn't been updated to account for these new realities—now is ...

You can be a "good" executor, even though carrying out someone's final wishes from their estate can be challenging.

Seven documents stand between your family and chaos. Learn what they are, why they matter and how to get them done this week.

While that may be good news for some clients, those who bought life insurance policies with survivorship provisions specifically to avoid these taxes could be out of luck. What are they to do from ...

As 2025 draws to a close, we remember iconic figures like Robert Redford, Ozzy Osbourne, and Diane Keaton who left us this ...